Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,783 | $138,386-5.5% | $184,260-29.0% | $80,935+61.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 19.22% | 20.02%-0.8pp | 28.84%-9.6pp | 35.66%-16.4pp |
| Employer contribution / active EE | $21,195 | $4,851+336.9% | $6,427+229.8% | $2,757+668.9% |
| Participant deferral / active EE | $5,238 | $7,076-26.0% | $9,133-42.6% | $4,299+21.8% |
| Admin fee / account holder | $4,723 | $10,489-55.0% | $13,898-66.0% | $6,924-31.8% |